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Newsletters.  Click on date to open.  (All open in Adobe Acrobat)


Spring 2020
-  Review of the Financial Markets at March 31, 2020
                             -  Stock Investing – A Marathon Not a Sprint
-  Love the Bear Market
-  Action by the Federal Reserve and Congress
-  Living in Interesting Times


Winter 2020

- Review of the Financial Markets at December 31, 2019
- Previous Middle East Flash Points
- The End of Retirement
- Impact on Pensions and IRA’s of the SECURE Act

Fall 2019 

- Review of the Financial Markets at September 30, 2019
- Reporter’s Roundup
        Grandparent 529 Accounts
        Avoid Probating a Will
- Q&A - Recessions


Summer 2019

- Review of the Financial Markets at June 30, 2019
- Reporter’s Roundup
- Inflation
- Buy and Sell Signals
- Long Term Care
- Q&A - Diminshed Capacity 

Spring 2019 

- Review of the Financial Markets at March 31, 2019
- Morningstar’s Ratings of Vanguard Bond Funds
- Medical Costs in Retirement


Winter 2019
 

- Review of the Financial Markets at December 31, 2018
- Market Volatility 2018 vs 2017
- Vanguard’s Economic and Market Outlook for 2019
- Dealing with Volatility


Fall 2018 

- Review of the Financial Markets at September 30, 2018
- The Past Crisis
- The Next Crisis
- Are The Markets Safer Than In 2008?


Summer 2018

- Review of the Financial Markets at June 30, 2018
- Reporters’ Round Up

- Chances of a Global Trade War on the Rise
         More About the Alleged “Upgrade"
         Changing Beneficiaries
 
- Warren Buffett on Brown Capital Management

Spring 2018

- Review of the Financial Markets at March 31, 2018
- What are the Chances of a Global Trade War
- Market Corrections vs Fund Performance
- Inflation Over The Years


Winter 2018

- Review of the Financial Markets at December 31, 2017
- Vanguard and Security Issues
- Vanguard Ends Assigned Account Representatives
- Tax Deductions and Exemptions


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